Financial Analyst

Job Description: Senior Financial Analyst

Location: Remote

Position Type: FullTime

About Us: We are a growing boutique accounting firm that does things differently. We provide hightouch accounting analysis and strategic advising to small businesses. Our clients love us and we have zero tolerance for working with jerks. People are the core of our firm so we treat you well instead of expecting overtime and burnout. We give you space to do deep work and not be interrupted all day. Join us and be part of a passionate and innovative team committed to excellence.

Job Overview: We are seeking a Senior Financial Analyst who is passionate about building and optimizing financial models. This role will be crucial in driving our financial planning and analysis (FP&A) efforts working closely with a diverse range of agencies with revenues between $3 million and $50 million. The ideal candidate is eager to grow with our team is comfortable working with both small and large industries and possesses exceptional financial analysis skills.

Key Responsibilities:

• Develop and maintain comprehensive financial models.
• Perform detailed financial analysis and provide insights to support business decisions.
• Collaborate with various U.S.based agencies understanding their unique financial needs.
• Utilize QuickBooks Online NetSuite and Fathom for financial visualization and reporting.
• Communicate financial insights and recommendations clearly and effectively.
• Manage and streamline financial processes within Salesforce.
• Engage in regular communication and coordination via Slack.

Qualifications:

• Bachelor's degree or MBA in Finance or Accounting
• Proven experience in financial planning and analysis (FP&A).
• Strong expertise in financial modeling and analysis.
• Proficient in QuickBooks Online NetSuite and Fathom.
• Excellent written and verbal English skills; strong emphasis on written communication.
• Ability to work independently and as part of a fastgrowing team.
• Comfortable working with agencies across different revenue scales.
• Highly motivated and eager to contribute to the company’s growth.

Preferred Qualifications:

• Experience in managing financial processes within Salesforce.
• Prior experience working with U.S.based agencies or similar environments.

What You’ll Love About Us:

• Competitive pay
• Remote environment
• Generous PTO
• Friendly smart coworkers
• Respectful reasonable work hours
• Opportunities for advancement